NVIDIA Corporation
MX ˙ BMV ˙ US67066G1040
SecurityMX:NVDA / NVIDIA Corporation
InstitutionGoalVest Advisory LLC
Latest Disclosed Ownership42,882 shares
Latest Disclosed Value $ 7,478,621
GoalVest Advisory LLC reports 13.91% increase in ownership of NVDA / NVIDIA Corporation

On April 13, 2026 - GoalVest Advisory LLC filed a 13F-HR form disclosing ownership of 42,882 shares of NVIDIA Corporation (MX:NVDA) valued at $7,478,621 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 5, 2026 disclosing 37,646 shares of NVIDIA Corporation. This represents a change in shares of 13.91% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F NVIDIA CORPORATION COM Stock 67066G104 42,882 5,236 13.91 7,479 6.52 1.4607
2026-01-05 2025-12-31 13F NVIDIA CORPORATION COM Stock 67066G104 37,646 -486 -1.27 7,021 -1.32 1.3448
2025-10-22 2025-09-30 13F NVIDIA CORPORATION COM Stock 67066G104 38,132 315 0.83 7,115 19.08 1.5084
2025-08-01 2025-06-30 13F NVIDIA CORPORATION COM Stock 67066G104 37,817 2,337 6.59 5,975 55.37 1.4792
2025-04-07 2025-03-31 13F NVIDIA CORPORATION COM Stock 67066G104 35,480 9,513 36.63 3,845 10.27 1.0572
2025-01-17 2024-12-31 13F NVIDIA CORPORATION COM Stock 67066G104 25,967 -2,181 -7.75 3,487 2.02 0.9563
2024-11-06 2024-09-30 13F NVIDIA CORPORATION COM Stock 67066G104 28,148 880 3.23 3,418 1.48 0.9828
2024-07-30 2024-06-30 13F NVIDIA CORPORATION COM Stock 67066G104 27,268 24,631 934.05 3,369 41.39 1.0765
2024-04-15 2024-03-31 13F NVIDIA CORPORATION COM Stock 67066G104 2,637 2,166 459.87 2,383 922.32 0.7946
2024-01-02 2023-12-31 13F NVIDIA CORPORATION COM Stock 67066G104 471 114 31.93 233 50.32 0.1026
2023-10-10 2023-09-30 13F NVIDIA CORPORATION COM Stock 67066G104 357 162 83.08 155 89.02 0.0778
2023-07-17 2023-06-30 13F/A-1 NVIDIA CORPORATION COM Stock 67066G104 195 0 0.00 82 51.85 0.0426
2023-07-10 2023-06-30 13F NVIDIA CORPORATION COM Stock 67066G104 195 0 55 0.0319
2023-04-03 2023-03-31 13F NVIDIA CORPORATION COM Stock 67066G104 195 0 0.00 54 92.86 0.0317
2023-01-06 2022-12-31 13F NVIDIA CORPORATION COM Stock 67066G104 195 108 124.14 28 154.55 0.0184
2022-10-11 2022-09-30 13F NVIDIA CORPORATION COM Stock 67066G104 87 -3,042 -97.22 11 -97.65 0.0077
2022-07-06 2022-06-30 13F NVIDIA CORPORATION COM Stock 67066G104 3,129 98 3.23 468 -43.41 0.2964
2022-05-03 2022-03-31 13F NVIDIA CORPORATION COM Stock 67066G104 3,031 2,566 551.83 827 122.31 0.4665
2021-09-01 2021-06-30 13F NVIDIA CORPORATION COM Stock 67066G104 465 -359 -43.57 372 -15.45 0.2308
2021-05-13 2021-03-31 13F NVIDIA CORPORATION COM Stock 67066G104 824 -68 -7.62 440 -5.58 0.3281
2021-01-28 2020-12-31 13F NVIDIA CORPORATION COM Stock 67066G104 892 892 466 0.3919
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.